Page 5098 "Task Card"
Base Application · Microsoft.CRM.Task
Across versions
- BC23-30present
Neighbourhood 3 connected objects and pages
Base Application · Microsoft.CRM.Task · BC23-30 · source at ea08af5e · facts from BC29
Properties
| Property | Value |
|---|---|
| Caption | Task Card |
| SourceTable | To-do |
| PageType | Card |
Fields on this page
Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).
| Group | Control | Shows | ToolTip |
|---|---|---|---|
| General | No. | No. | Specifies the number of the involved entry or record, according to the specified number series. from the table field |
| Description | Description | Specifies the description of the task. from the table field | |
| Location | Location | Specifies the location where the meeting will take place. from the table field | |
| Salesperson Code | Salesperson Code | Specifies the code of the salesperson assigned to the task. from the table field | |
| No. of Attendees | No. of Attendees | Specifies the number of attendees for the meeting. click the field to view the Attendee Scheduling card. from the table field | |
| Attendees Accepted No. | Attendees Accepted No. | Specifies the number of attendees that have confirmed their participation in the meeting. from the table field | |
| Contact No. | Contact No. | Specifies the number of the contact linked to the task. from the table field | |
| Contact Name | Contact Name | Specifies the name of the contact to which this task has been assigned. from the table field | |
| Phone No. | Contact."Phone No." |
Specifies the telephone number of the contact to which this task has been assigned. | |
| Mobile Phone No. | Contact."Mobile Phone No." |
Specifies the mobile telephone number of the contact to which this task has been assigned. | |
Contact."E-Mail" |
Specifies the email address of the contact to which this task has been assigned. | ||
| Contact Company Name | Contact Company Name | Specifies the name of the company for which the contact involved in the task works. from the table field | |
| Team Code | Team Code | Specifies the code of the team to which the task is assigned. from the table field | |
| Completed By | Completed By | Specifies the salesperson who completed this team task. from the table field | |
| Status | Status | Specifies the status of the task. There are five options: Not Started, In Progress, Completed, Waiting and Postponed. from the table field | |
| Priority | Priority | Specifies the priority of the task. from the table field | |
| Type | Type | Specifies the type of the task. from the table field | |
| Type | Type | Specifies the type of the task. | |
| All Day Event | All Day Event | Specifies that the Task of the Meeting type is an all-day event, which is an activity that lasts 24 hours or longer. from the table field | |
| Date | Date | Specifies the date when the task should be started. There are certain rules for how dates should be entered found in How to: Enter Dates and Times. from the table field | |
| StartTime | Start Time | Specifies the time when the Task of the Meeting type should be started. from the table field | |
| Duration | Duration | Specifies the duration of the Task of the Meeting type. from the table field | |
| Ending Date | Ending Date | Specifies the date of when the Task should end. There are certain rules for how dates should be entered. For more information, see How to: Enter Dates and Times. from the table field | |
| Ending Time | Ending Time | Specifies the time of when the Task of the Meeting type should end. from the table field | |
| Canceled | Canceled | Specifies that the task has been canceled. from the table field | |
| Closed | Closed | Specifies that the task is closed. from the table field | |
| Date Closed | Date Closed | Specifies the date the task was closed. from the table field | |
| Related Activities | Campaign No. | Campaign No. | Specifies the number of the campaign to which the task is linked. from the table field |
| Campaign Description | Campaign Description | Specifies the description of the campaign to which the task is linked. from the table field | |
| Opportunity No. | Opportunity No. | Specifies the number of the opportunity to which the task is linked. from the table field | |
| Opportunity Description | Opportunity Description | Specifies a description of the opportunity related to the task. The description is copied from the opportunity card. from the table field | |
| Recurring | Control39 | Recurring | Specifies that the Task occurs periodically. from the table field |
| Recurring Date Interval | Recurring Date Interval | Specifies the date formula to assign automatically a recurring Task to a Salesperson or Team. from the table field | |
| Calc. Due Date From | Calc. Due Date From | Specifies the date to use to calculate the date on which the next Task should be completed. from the table field |
Actions
| Group | Action | ToolTip | Runs |
|---|---|---|---|
| Task | Comment | View or add comments. | Page 5072 “Rlshp. Mgt. Comment Sheet” |
| Interaction Log Entries | View interaction log entries for the task. | Page 5076 “Interaction Log Entries” | |
| Postponed Interactions | View postponed interactions for the task. | Page 5082 “Postponed Interactions” | |
| Attendee Scheduling | View the status of a scheduled meeting. | ||
| Functions | Assign Activities | View all the tasks that have been assigned to salespeople and teams. A task can be organizing meetings, making phone calls, and so on. | |
| Make Phone Call | Call the selected contact. | ||
| Processing | Create Task | Create a new task. |
Events published
OnAfterRecurringOnPush()(integration)OnAfterSwitchCardControls(var ContactNoEditable: Boolean; var NoOfAttendeesEnable: Boolean; var AttendeesAcceptedNoEnable: Boolean)(integration)OnBeforeContactNoOnFormat(var ToDo: Record "To-Do"; var IsHandled: Boolean)(integration)OnEnableFieldsOnBeforeGetEndDateTime(var ToDo: Record "To-Do"; var StartTimeEnable: Boolean; var EndingTimeEnable: Boolean; var DurationEnable: Boolean; var LocationEnable: Boolean; var AllDayEventEnable: Boolean)(integration)
Procedures
SetRecurringEditable()EnableFields()ContactNoOnAfterValidate()(protected)
Plus 9 local procedures.
Triggers
OnAfterGetRecord, OnInit, OnModifyRecord
Relations
- source table Table 5080 “To-do”
Pages and codeunits on this table
- Page 5096 “Task List” (card page)
Calls
From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.
- Codeunit 457 “Environment Information” (1 call:
OnInit → IsSaaS)
Ask your agent
Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Task Card"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.